See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,475 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,973 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,929 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $398,271 | $100,801+295.1% | $149,696+166.1% | $73,409+442.5% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.5%+13.9pp | 72.2%+24.2pp |
| Annual return | 15.69% | 265.34%-249.7pp | 276.60%-260.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $11,662 | $3,312+252.1% | $4,644+151.1% | $2,234+422.1% |
| Participant deferral / active EE | $11,974 | $6,404+87.0% | $6,842+75.0% | $3,805+214.7% |
| Admin fee / account holder | $122 | $181-32.5% | $9,309-98.7% | $158-22.7% |